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Pre-Immigration Tax Law for Individuals Immigrating to the U.S.

4.2 (268)

Richard Lehman

Lehman Tax Law

Tuesday, August 20, 2019 | 11:00 AM EDT

1.5 Credits


Subject Area


Course Description

Almost one million foreign individuals are relocating to the United States to find a permanent home in America every year. Many of these immigrants owned substantial wealth that they have made during the course of their lifetimes, which have nothing to do with success in the United States. Care needs to be taken by these individuals in order to ensure that they are not paying taxes on gains and earnings that have accrued before they became U.S. taxpayers. There are several techniques can be used to ensure there is no tax in the U.S. on gains and earnings accrued before U.S. residency. This seminar will review the principals behind these techniques and the techniques themselves.

Learning Objectives

  • Explore the tax pattern that the new foreign investor will face in the United States.
  • Identify the different taxes the immigrant tax resident must be concerned with regarding both his or her worldwide income and wealth.
  • Discover the U.S. investments that are designed to result in tax savings.
  • Recognize that the United States is not a country of high taxes.
  • Learn the rules of residency for different persons, such as students, teachers, etc.

Who Should Attend?

  • Accounting Firm
  • Auditors
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Finance Pros
  • Non Profit Pros
  • Others
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 268
    [average] => 4.2313